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Transact Technical Centre - ISA

Welcome to Transact’s Technical Centre. The content below has been created by our technical team to support your financial planning needs.
Individual Savings Account changes confirmed
December 23, 2025
ISA
After months of uncertainty surrounding Cash and Lifetime ISAs, and lots of speculation about what the government’s proposed ‘ISA reforms’ would be like, the Budget...
ISAs in transition: Upcoming changes to permissible investments & potential cash changes
December 23, 2025
ISA
With the budget fast approaching, speculation persists about possible ISA changes that might be announced. Earlier in the year it was announced that, from 6...
Flexibility and ISAs: Current rules and planning opportunities
December 23, 2025
ISA
In her Mansion House speech, Chancellor Rachel Reeves confirmed that the ISA allowance will remain unchanged for now, following pushback from building societies and other...
Lifetime ISA – views of the Treasury Select Committee
December 23, 2025
ISA
In the March 2025 Adviser Update, we highlighted the use cases for the Lifetime ISA (LISA) and that a Treasury Select Committee (TSC) was requesting...
A study in gifting – the challenge of large-scale wealth transfer
December 22, 2025
ISA
Whilst you can give any amount away as outright gifts, and IHT may only be payable if you die within seven years of making each...
Getting the most out of Lifetime ISA
December 22, 2025
ISA
The Lifetime ISA (LISA) was introduced in April 2017 as a dual-purpose investment plan designed to help individuals save for a first home and whilst...
This website is designed to be used by financial advisers, their clients and professionals. It is intended as general guidance only and should not be viewed as a recommendation to use or rely on any features mentioned. The information is not advice, nor is it a substitute for advice.
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